We are live on ! Find out more
NYF icon

iShares New York Muni Bond ETF

108 hedge funds and large institutions have $183M invested in iShares New York Muni Bond ETF in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

9% more funds holding

Funds holding: 99108 (+9)

7% more capital invested

Capital invested by funds: $171M → $183M (+$12.1M)

1.64% more ownership

Funds ownership: 35.04%36.69% (+1.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
108
Holders Change
+9
Holders Change %
+9.09%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
48
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$500K +$288 +5 +0.1%
OIA
52
OneDigital Investment Advisors
Kansas
$498K +$1.21K +21 +0.2%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$493K +$7.03K +122 +1%
WP
54
WealthPLAN Partners
Nebraska
$490K +$98K +1,700 +25%
TI
55
Tidal Investments
Wisconsin
$435K +$2.77K +48 +0.6%
TIM
56
Tortoise Investment Management
New York
$432K -$5.76K -100 -1%
AAS
57
Avantax Advisory Services
Texas
$430K -$107K -1,854 -20%
ACA
58
Ackerman Capital Advisors
Texas
$428K -$80.6K -1,398 -16%
Fisher Asset Management
59
Fisher Asset Management
Washington
$400K +$37K +642 +10%
WS
60
Wedbush Securities
California
$379K +$57.6K +1,000 +18%
JIC
61
Joel Isaacson & Co
New York
$361K
CTA
62
Chesley Taft & Associates
Illinois
$358K
CAG
63
Crestwood Advisors Group
Massachusetts
$358K
TSW
64
Thompson Siegel & Walmsley
Virginia
$352K
BAM
65
Belpointe Asset Management
Nevada
$329K -$5.47K -95 -2%
DY
66
Dowling & Yahnke
California
$326K +$121K +2,100 +60%
FA
67
FMA Advisory
Pennsylvania
$323K -$1.5K -26 -0.5%
FTUS
68
Flow Traders U.S.
New York
$315K +$312K +5,410 New
WA
69
Wealth Alliance
New York
$296K +$11.3K +196 +4%
CBB
70
Citizens Business Bank
California
$290K
MPM
71
Meritage Portfolio Management
Kansas
$285K
LNC
72
Lincoln National Corp
Pennsylvania
$271K +$268K +4,654 New
SWP
73
Summit Wealth Partners
Florida
$266K
AT
74
Arden Trust
Delaware
$264K
BAAM
75
Baker Avenue Asset Management
California
$259K

NYF Hedge Fund Activity: Q4 2020 in Review

108 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares New York Muni Bond ETF (NYF) for Q4 2020, worth a combined $183M — up 7.1% from $171M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NYF positions and 7 closed out — a net gain of 10 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $7.13M. The largest seller was QCI Asset Management, cutting an estimated $2.1M.

  • 108 institutional investors held iShares New York Muni Bond ETF (NYF) as of Q4 2020, up from 99 in Q3 2020.
  • Funds reported $183M of iShares New York Muni Bond ETF stock for Q4 2020, up 7.1% quarter-over-quarter.
  • 17 funds opened new iShares New York Muni Bond ETF positions in Q4 2020 and 7 closed out, a net change of +10 holders.
  • The largest iShares New York Muni Bond ETF buyer in Q4 2020 was Jane Street, an estimated $7.13M added.
  • The largest iShares New York Muni Bond ETF seller in Q4 2020 was QCI Asset Management, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.